ISPA.DE vs. EUNI.DE
ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) and EUNI.DE (iShares MSCI Emerging Markets Small Cap UCITS ETF) are both exchange-traded funds - ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index, while EUNI.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Small Cap. Both are passively managed. Over the past 10 years, ISPA.DE returned 8.98%/yr vs 8.99%/yr for EUNI.DE. A 0.66 correlation means they provide meaningful diversification when combined. ISPA.DE charges 0.46%/yr vs 0.74%/yr for EUNI.DE.
Performance
ISPA.DE vs. EUNI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ISPA.DE achieves a 13.48% return, which is significantly lower than EUNI.DE's 16.80% return. Both investments have delivered pretty close results over the past 10 years, with ISPA.DE having a 8.98% annualized return and EUNI.DE not far ahead at 8.99%.
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
EUNI.DE
- 1D
- -0.41%
- 1M
- 0.36%
- YTD
- 16.80%
- 6M
- 16.35%
- 1Y
- 25.77%
- 3Y*
- 13.85%
- 5Y*
- 7.89%
- 10Y*
- 8.99%
ISPA.DE vs. EUNI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
EUNI.DE iShares MSCI Emerging Markets Small Cap UCITS ETF | 16.80% | 6.21% | 8.18% | 19.10% | -13.60% | 28.84% | 7.23% | 14.66% | -16.19% | 18.31% |
Correlation
The correlation between ISPA.DE and EUNI.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2009 | 0.66 |
The correlation between ISPA.DE and EUNI.DE shifts across timeframes, from 0.47 (1 year) to 0.66 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ISPA.DE vs. EUNI.DE — Risk / Return Rank
ISPA.DE
EUNI.DE
ISPA.DE vs. EUNI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and iShares MSCI Emerging Markets Small Cap UCITS ETF (EUNI.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ISPA.DE | EUNI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.28 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 8.10 | 3.23 | +4.87 |
| Martin ratioReturn relative to average drawdown | 28.73 | 10.53 | +18.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISPA.DE | EUNI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.35 | 1.56 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.51 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.53 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.41 | +0.27 |
Drawdowns
ISPA.DE vs. EUNI.DE - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.91%, smaller than the maximum EUNI.DE drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and EUNI.DE.
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Drawdown Indicators
| ISPA.DE | EUNI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -41.89% | +2.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | -7.95% | +4.32% |
Max Drawdown (3Y)Largest decline over 3 years | -15.10% | -21.15% | +6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -21.15% | +6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -41.89% | +2.98% |
Current DrawdownCurrent decline from peak | -1.09% | -2.54% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -10.57% | +6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 2.44% | -1.41% |
Volatility
ISPA.DE vs. EUNI.DE - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 2.62%, while iShares MSCI Emerging Markets Small Cap UCITS ETF (EUNI.DE) has a volatility of 6.91%. This indicates that ISPA.DE experiences smaller price fluctuations and is considered to be less risky than EUNI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISPA.DE | EUNI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 6.91% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 6.51% | 14.01% | -7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.77% | 16.45% | -7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.00% | 15.21% | -3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 16.84% | -2.05% |
ISPA.DE vs. EUNI.DE - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is lower than EUNI.DE's 0.74% expense ratio.
Dividends
ISPA.DE vs. EUNI.DE - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 3.75%, more than EUNI.DE's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNI.DE iShares MSCI Emerging Markets Small Cap UCITS ETF | 0.81% | 1.83% | 1.74% | 2.11% | 2.47% | 1.23% | 1.77% | 2.02% | 2.14% | 1.45% | 2.00% | 0.85% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
ISPA.DE and EUNI.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.74% for EUNI.DE.
ISPA.DE is categorized as Global Equities, while EUNI.DE is Emerging Markets Equities. ISPA.DE tracks STOXX® Global Select Dividend 100 index, while EUNI.DE tracks MSCI Emerging Markets Small Cap. Their fees differ too: 0.46% for ISPA.DE and 0.74% for EUNI.DE.
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